Experience

Trinity Financial Advisors LLC

• United States
• Financial Services
• 1 - 100 Employee

• President

  • 2005 - Present

  Columbus, Ohio Chief advisor of fee-only, independent financial services practice.



J.P. Morgan Chase

• Italy
• Banking
• 1 - 100 Employee

• Senior Vice President & CFO Technology & Operations Division

  • 2001 - 2004

  • Financial officer for the 13,000 employee, $2.5 Billion Technology & Operations division of Bank One, managing staff of 100+ professionals. Joint direct report to Corporate CIO and CFO. • Key executive team member in effort to negotiate and bring back in all services previously outsourced to IBM and AT&T, which represented annualized spend in excess of $450 Million. • Over two year period helped drive $500 Million in annualized expense savings within the Technology & Operations groups.



MCI

• Industrial Machinery Manufacturing

• Divisional Chief Financial Officer

  • 1998 - 2000

  Operated autonomously as a standalone division of MCI. Annual revenues of combined entity exceeded $900 Million. Responsible for managing all global financial operations of the organization with staff of 60+ located in the United States, Europe and Asia Pacific.



CompuServe Incorporated

• Corporate Treasurer

  • 1994 - 1998

  Responsible for design and management of Company financial planning process. This included annual budgeting, long-range plans, capital plans and operational forecasts. Additional responsibilities included risk, investment and cash/foreign exchange management. Other noted activities: Worked alongside CFO as primary financial contact for all potential partners, investment bankers and attorneys over a one-year period. Process led to eventual three-way $1.3Billion sale of CompuServe to MCI and… Show more Responsible for design and management of Company financial planning process. This included annual budgeting, long-range plans, capital plans and operational forecasts. Additional responsibilities included risk, investment and cash/foreign exchange management. Other noted activities: Worked alongside CFO as primary financial contact for all potential partners, investment bankers and attorneys over a one-year period. Process led to eventual three-way $1.3Billion sale of CompuServe to MCI and America Online in January 1998. Participated in executive presentations, led business model and financial analysis discussions throughout the process. Show less